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The dashboard

4 topicsWeb dashboardiPhone app
Open The dashboard in Ida

The dashboard is the first screen you see after signing in, and it is the home base you return to from anywhere in Ida OS. What it shows depends on who you are: studio staff see an operational overview of the whole school, while families see a personal summary of their own students and account.

You never need to configure the dashboard — it assembles itself from your live data and updates as families enrol, classes fill, and payments come in.

On this page4

If you run the studio

Staff land on an operations overview. Across the top you will find four summary cards — tuition for the class month of the current billing cycle (September 2026 tuition when that is the month being taught, with how much of that same cycle has already been collected), your students and families, and everything collected so far this month (all types, with the pre-tax and tax split when tax applies). Open the tuition card to see which families have paid that cycle and which still have an open balance. Open the paid-this-month card to see every payment that settled this month, with a type chip on each row. In either list, click a family to open it straight to its payments. The Students & families card counts your full members: active dancers on your studio's dance levels in full-member households, with the family count beneath — a family still on a trial, paused, or archived isn't in those numbers, and neither is a dancer without a current level, so the student count always agrees with the level chart beside it and with the list it opens. When any trials are still booked or under way, a line like '2 students · 1 family on trial' follows, and a trial that ends, converts, or runs out leaves it on its own. Every number on the card is a link: click the student count, the family count, or either side of the trial line and the roster opens already filtered to exactly that group. Use these as your daily pulse check.

Below the cards, a 'Revenue by month' chart shows what you have collected over time — split into tuition and one-time payments — and a 'Students by level' chart shows the dancer mix of those full members — click any slice of that chart, or any level in its legend, and you land on the roster's Students view already filtered to that level's active full-member dancers. Further down, 'Upcoming activity' lists the next handful of classes, bookings, and workshops, each wearing a chip in your calendar's color for that event type and under the name your studio gives it, and 'Needs attention' surfaces live work waiting on you — pending booking requests and suggested times you can approve or decline right there, plus your open charges — anything past its due date first, then the newest — each listed with the family, what the charge is for, its status, any due date, and the amount — click a family to jump straight to Payments. The panel's Requests button opens the Calendar's Booking Requests tab when you want the full queue. At the bottom, 'Recent payments' lists the latest payments in your ledger, each with a color-coded type chip — the same colors the Payments page uses — so you can tell tuition from workshops and bookings at a glance. Last is a Birthdays card: dancers with a birthday today or in the next 7 days — name, the age they are turning, and Today / Tomorrow / the weekday — click a dancer to open their family, or open Calendar on the card for a month view of every birthday on the roster. It uses birthdates already on the roster, and you can hide it from Settings → Customizations → Birthdays on Home.

Tip. The 'Needs attention' panel is for active work — booking requests waiting on approval and open charges — not incomplete family records. When it says nothing is waiting, there are no pending approvals and no open charges.

Fold sidebar sections awayWeb dashboard

On a larger screen, the sidebar's section headings double as buttons: click one to fold that group of pages away, and click it again to bring it back. Ida remembers which sections you keep folded on that device. Work waiting inside a folded section still reaches you — its heading picks up a small count when something in it needs attention, like unread messages, booking requests, shop orders to prepare or hand over, or a family's open charges and registration fee — and opening a page that lives in a folded section unfolds it, so you can always see where you are.

On your phone's browserWeb dashboard

On a phone, the web dashboard gets around the same way the iPhone app does. A tab bar runs along the bottom of the screen — Home and Calendar, a round Ask Ida button in the middle, then Families for staff or Payments for families, and More. More opens a full screen with your studio's name and logo at the top and everything else one tap away, grouped into labeled sections — for studio owners that means money, running the studio, new students, and settings, while instructors and families see the sections that apply to them — and it is also where Notifications, your account page, Report a problem, and Sign out live. For staff, if your studio's setup checklist is still open, the Finish setup reminder sits as a slim bar above the page title — tap it to see what is left. On a larger screen nothing moves: the sidebar navigation stays as it is.

On the iPhone appiPhone app

The app opens on the Home tab with the same pulse check. Up top sit your stat cards: admins see tuition for the class month of the current billing cycle (September 2026 tuition when that is the month being taught, with how much of that same cycle is already collected and what is still open), your students and families, and everything collected so far this month — all payment types, with the pre-tax and tax split when tax applies; instructors and front desk see the students-and-families card without the money, followed by an Upcoming events card — how many classes, workshops, and other events are coming up on the studio calendar, the same count the web dashboard shows them — that opens the Calendar tab with a tap. The two money cards open just like on the web: tap the tuition card to see which families have paid that cycle and which still have an open balance, or the paid-this-month card for every payment that settled this month, each wearing its type chip — and tapping a family in either list opens it straight to its payments. The Students & families card reads just like the web's: full members up top — active dancers in full-member households, with the family count beneath — a '2 students · 1 family on trial' line while any trials are still booked or under way (ended trials leave it on their own), and a level chart of those full-member dancers; tap any count, or a level on the chart, and the Families tab opens already filtered to exactly that group. Below the cards come an Upcoming activity list of the next classes and bookings, a Needs attention card for pending booking requests — plus the open charges for admins — tap Booking requests to open Calendar, or any listed charge to jump straight to Payments — and a Birthdays card at the bottom for dancers with a birthday today or in the next 7 days. Tap a name to open their family, or tap Calendar on the card for a month view of every birthday on the roster. You can hide Birthdays from Studio settings → Customizations → Birthdays on Home. Families open on a Home of their own: your family card and a Due now card up top — the amount that needs you now, with a short line that says All clear, what date something is due, that charges are only coming up, or Card declined when a declined card Stripe is still retrying is the only thing owed — then the same Upcoming list of everything your household is signed up for next — weekly classes and practices your dancers have joined, workshops, camps, and private lessons alike — and your students; at studios on Ida's newest look that have connected their Instagram, the studio's newest posts sit last on Home, the same card as the web — swipe through, tap a post to open it on Instagram, or follow the studio from it. The tab bar along the bottom — Home, Calendar, Ask Ida, then Families for staff or Payments for families, and More — is how you move around the app; for staff, the Calendar tab wears a badge with the number of requests waiting on approval, and for families, the Payments tab wears one counting what needs you now — overdue charges, anything due today, undated charges, a failed payment, plus the registration fee when it is owed and not yet billed as a charge; a bill that is not due yet waits on Payments without adding to the badge. Everything else lives under More, a full screen with your studio's name and logo at the top and each tool one tap away, grouped into labeled sections: for admins, money (payments and tuition plans), running the studio (attendance, comms, workshops, competitions, documents), the shop when yours is turned on, new students, and settings — instructors see running the studio (without comms: announcements are sent by the owner) and settings, since the money and new-student tools are admin territory; for families, your own profile and registration, the studio's shop (when it is on), documents, workshops, and competitions, and your account. Every screen you open from More has a back button in the top corner to return you to the menu.

Rather just ask?

Inside Ida, Ask Ida answers from this guide and from your studio’s own records, on the web and in the app.

  • Who hasn’t paid this month?
  • How do I refund a workshop?
Log in to ask Ida

Still stuck?

Email us and we’ll get back to you, typically within one business day.